 Asset
Management Specialists |
|
 Thomas
J. MacDonald
Senior Vice President
Tom has been with the Bank since September
2004 and has been in the investment business
since 1987. Tom is responsible for the
overall management of the department,
as well as NB&T Investment Services.
|
|
 Ken
Donaldson, CFP®
Vice President/Investments & Financial
Planning
Ken has been in the investment field since
1993 and joined the Bank in February of
2005. Ken is a CERTIFIED FINANCIAL PLANNER™ Certificant
and is responsible for our investment management
function including investment policy and
strategy, research, and selection of securities.
Ken will also work with clients to determine their
investment goals and objectives as well
as develop personalized financial plans
for them. |
|
 Jill
Green
Asst. Vice President/Trust Operations
Jill has been with the Asset Management
Group for 20 years. Her responsibilities
consist of overseeing the operations side
of the department including trading, taxes,
client reporting and recordkeeping, as well
as numerous compliance functions. |
|
 Jill
Klontz
Asst. Vice President/Business Development
Jill joined the Bank in 2007. She has thirty
years of banking experience, primarily sales
and management. Her focus is to develop
new referral sources and business in each
of our markets. She will also manage accounts
and assist clients. |
|
 Dawn
Greene
Asst. Vice President/Trust Services
Dawn joined the Asset Management Group in
January 2007. She brings with her a 13 year
career as a Paralegal focusing in Probate/Trust
Law and Real Estate Law. Her responsibilties
include managing numerous accounts and assisting
clients. |
|
 Janet
Dixon
Asst. Vice President/Trust Services
Janet has been in the Asset Management Group
since 1989. She works closely with our clients
to address their administrative needs related
to both trust and agency accounts. |
|
 Pat
Robinson
Securities Trader
Pat has been with the Asset Management Group
since 1993. Her responsibilities include
the processing of all stock and bond trades,
as well as processing all income requests. |
|
 Liz
Leyes
Trust Operations
Liz began her duties in April 2006. She
is responsible for the day-to-day operational
functions, including the trust accounting
system, setting up new accounts and security
movement and control. |
|
 Ginger
Valentine
Receptionist
Ginger has been with the Bank since August
1995 and the department since November 2006.
Ginger handles all incoming client calls
and provides administrative support for
the departme |
|
